Hedge fund calls for break up of Agrium

2:04 PM MDT | October 4, 2012 | Lindsay Frost

Hedge fund Jana Partners (New York) has urged Agrium management to split off its retail segment. Jana co-founder Barry Rosenstein made the comments at the New York Value Investing Congress meeting earlier this week. “By pairing retail, which is a stable agricultural distribution business, with wholesale, which is a volatile, commodity-linked fertilizer business, Agrium has obscured retail’s true value while generating no meaningful synergies from this combination,” Jana says....

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Comments(1) for Hedge fund calls for break up of Agrium

1.

The Integrated model always works, not only it cross compensate the value chain , it offers the value to customer - the continuity , the comfort of purchase , avoidance of middle man etc . the emerging markets strategy like this get immense success as the latent need for the customers ( the farmers) are addressed. many corporates like Syngenta , Bayer , Makhetisn Agan has started realising the benefits of INTEGRATED value chain ... it make sense for AGRIUM to accomodate even more "Agri items" in their offer